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WealthPlan Investment Management’s Oscar Health OSCR Stock Holding History

WealthPlan Investment Management’s Portfolio OSCR Stock Details OSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$819K Buy
28,723
+5,109
+22% +$110K 0.04% 254
2026
Q1 		$271K Sell
23,614
-8,992
-28% -$127K 0.02% 406
2025
Q4 		$469K Sell
32,606
-2,781
-8% -$48.1K 0.03% 267
2025
Q3 		$670K Buy
35,387
+2,334
+7% +$38.5K 0.04% 206
2025
Q2 		$709K Buy
33,053
+13,529
+69% +$201K 0.05% 206
2025
Q1 		$256K Buy
+19,524
New +$290K 0.03% 237

Other funds holding OSCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WealthPlan Investment Management's OSCR Position: Q2 2026 in Review

WealthPlan Investment Management increased its Oscar Health (OSCR) stake by 22% in Q2 2026, buying an estimated $110K and bringing the position to 28,723 shares worth $819K. The position accounts for 0.04% of the portfolio, ranked #254.

WealthPlan Investment Management first reported a position in OSCR in Q1 2025 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • WealthPlan Investment Management held 28,723 shares of Oscar Health worth $819K as of Q2 2026.
  • WealthPlan Investment Management bought 5,109 Oscar Health shares in Q2 2026, an estimated $110K.
  • Oscar Health made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #254 holding.
  • WealthPlan Investment Management first reported a position in Oscar Health in Q1 2025 and has held it in 6 quarters since.
  • 404 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.